Senior Paraplanner

The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis. Head Office Location: YorkWorking Setup: Remote/Home-basedPackage: £45-50k base DOE + bonus and company benefitsBonus: Discretionary - Paid annuallyHolidays: 25-days + statsThe Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include:Tax Planning: ISA and pension contributions and CGT planningInvestment planning and retirement planningEstate planningTo achieve this, you will:Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client''s financial needs and objectives.Compile suitability reportsUndertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner.Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate.Effectively use research and planning systems and platforms ..... full job details .....